How to Create an Opportunity



1. Open targeted Contact or Account in the sidebar.


2. Scroll down to Opportunities.


3. Click on the Plus button then click on New Opportunity.




4. Fill out the New Opportunity form then click the Check button to Save.


5. A confirmation message will appear.





How to Edit an Opportunity


1. Scroll down to Opportunities section.


2. Hover your mouse over the Opportunity you want to edit.


3. On the pop-up window, click on Edit.



4. Edit the necessary information on the Update Opportunity form.


5. Click SaveĀ when you're finished.


6. A confirmation message will appear.